Jason
Ginsburg
Dj Wealth Systems, LLC
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About this Advisor
Jason Ginsburg is a financial advisor operating out of New York, New York with 2 years of relevant experience. Ginsburg is currently employed by Dj Wealth Systems, LLC. Throughout their career, they have worked at Goldman, Sachs & Co, Dj Wealth Systems, Goldman Sachs and Dj Wealth Systems, LLC. Ginsburg maintains a Series 63 license, certifying them as a securities broker, and can work in New York. Dj Wealth Systems, LLC is a registered investment business headquartered in New York, NY. It manages $52 million in assets across its 21 customer accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Of its 21 accounts, 100% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Dj Wealth Systems, Llc provides portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on which services are provided. Fees billed by Dj Wealth Systems, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dj Wealth Systems, LLC Brokerage Details
$51,500,000
3
21
$2,452,381
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jason Ginsburg Work History
Jason has been registered as a financial advisor for 2 years.*
Dj Wealth Systems
Dj Wealth Systems, LLC
Goldman, Sachs & Co
Goldman Sachs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Ginsburg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dj Wealth Systems, LLC
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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